Create a Cash Flow Statement in QuickBooks Online - PowerPoint PPT Presentation

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Create a Cash Flow Statement in QuickBooks Online

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A cash flow statement is an important financial document that every business should have. It can help you identify and address problems early, so you can keep your business running smoothly. In this blog post, we will show you how to create a cash flow statement in QuickBooks Online. – PowerPoint PPT presentation

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Title: Create a Cash Flow Statement in QuickBooks Online


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Create a Cash Flow Statement in QuickBooks Online
by Dancing Numbers
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What is a Cash Flow Statement? A cash flow
statement is a fundamental financial document
that helps you track your companys cash inflows
and outflows over time. It can be very helpful in
determining whether your business is profitable,
and it can also help you make decisions about
where to allocate your money.
3
How to Create a Cash Flow Statement in QuickBooks
Online?
In QuickBooks, you can create a QuickBooks Online
cash flow statement to see how your business is
spending its money. This document can help you
track your expenses and determine whether youre
able to meet your financial goals.
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  • Open the QuickBooks Online Accountant menu (the
    three lines in the top left corner of the main
    screen), and then click Cash Flow gt Statement.
  • On the Cash Flow Statement page, enter your
    companys name and account number.
  • Click Next to move on to the Expenses section of
    the report.
  • In the Expenses section, drag items from the list
    on the left side of the window to the list on the
    right side of the window to make a list of your
    expenditures for that month. The Amount field
    shows how much money youre spending on each
    expense, and Category shows what kind of
    expense it is (for example, Office Supplies or
    Rent).

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  • To add an expense category, click in the
    Category field and then type a name for this
    category (for example, Administration costs). If
    you want to add more than one category for an
    expense, press CtrlC (Windows) or CommandC
    (Mac) to copy the text in that field and then
    paste it into another field (for example, Rent
    and Staff salaries). When youre done adding
    categories, click OK in the Expenses section
    toolbar to save your changes.
  • To change an expenses amount or category, click
    the appropriate field and then type the new value
    in the text box.
  • To add notes about an expense, click in the
    Notes field and then type your notes.
  • When youre done adding expenses, click Next to
    move on to the Income section of the report.
  • To print this report, click Print Report at the
    bottom of the page.

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